Delivery Dates: May 21-22, 2021

Physical therapists provide incredibly valuable services to their patients and their communities, yet our services are often laden with administrative burden and payment pressure. Speakers will explore and explain compliance and optimal application of regulations that communicate the value of physical therapist services, resulting in a better bottom line.

In this course, speakers will review Medicare’s physical therapy documentation and billing requirements and discuss best practices. In addition, with the COVID-19 public health emergency and expansion of telehealth, speakers will review the recent telehealth policy changes and how physical therapy providers can implement telehealth in their practice with confidence that they are doing it legally and ethically.

Finally, guest speakers will provide an overview of HIPAA, self-referral, and anti-kickback statutes and regulations and discuss the implications of such laws for physical therapy providers.

Delivery Schedule (All times are Eastern Daylight Savings Time)

Friday May 21:

  • 1:00 pm to 2:30 pm - Documentation and Billing
  • 3:00 pm to 4:30 pm - Physical Therapy Documentation

Saturday May 22:

  • 11:00 am to 12:30 pm - PT Provider Case Scenarios and Suggested Solutions/Common Compliance Questions and Answers
  • 1:00 pm to 2:30 pm - Self-Referral and Anti-Kickback Laws: What Are They and How Do They Apply to PT Providers?
  • 3:00 pm to 4:30 pm - Telehealth: Legal, Ethical, and Practical Considerations and How Data Analytics Will Drive Your Practice

NOTE: This session will be recorded and available for viewing within 2 weeks of the live dates. You will be able to complete it and claim your CEUs from the recorded session.

Meet our Presenters

Lynn Steffes, PT, DPT, Dr. Lynn Steffes has over 35 years of experience as a physical therapist and over 25 years as a Healthcare Consultant, specializing in Private Practice Marketing, Compliance and Practice Management. She has served as adjunct or Guest Faculty for 6 Doctoral Physical Therapy Programs on business topics. Dr. Steffes has served on the Board of Directors for the Private Practice Section and speaks annually at every Private Practice Annual Meeting, as well as for the Section at the APTA Combined Sections Annual Meeting. She is also a frequent contributor to PPS Impact Magazine on marketing and a variety of business development topics and serves as the Wisconsin Physical Therapy Association Payment Specialist.

Dr Steffes is a passionate advocate for the Physical Therapy Profession and has served as a Key Contact for both PPS and the APTA. She has testified, helped in both reviewing and writing policies as they relate to PT Practice. She has been on faculty and involved in the curriculum development for the EPPM Program since its inception and also serves as a lead instructor for the EIM Business Course offered to EIM Residents and Fellows.

Kate Gilliard, JD, Director, Senior Regulatory Affairs Specialist, American Physical Therapy Association

Before joining the association in 2018, she was a regulatory analyst with Centene Corporation, focusing on Affordable Care Act-compliant health care products. Her duties included monitoring state and federal legislative developments in the health care industry, developing company policy, and advocating on the corporation’s behalf to state and federal regulators. Prior to that, she was the ACA officer at the Illinois Department of Insurance, where she assisted the director in creating and implementing policies. She received her bachelor’s degree in English from Oklahoma State University and her law degree from DePaul University College of Law. She is a member of the Illinois Bar.

Steve Postal, JD, Senior Regulatory Affairs Specialist, American Physical Therapy Association

His areas of expertise include telehealth, administrative burden, LCDs/NCDs, and post-acute care. Before joining the association in 2019, he was a senior director of state policy for the Pharmaceutical Research and Manufacturers of America, focusing on legislative and regulatory policy development. Prior to that, he was the director of health policy at law firm Powers Pyles Sutter and Verville. Previous positions also include director of the Medicaid Resource Center at the National Association for Home Care and Hospice, contracts and grants specialist in clinical research administration for the MedStar Health hospital system, and associate at the Maryland Office of the Attorney General. He received his bachelor’s degree in history , with a minor in government, from Bowdoin College and his law degree with a concentration in health law from Case Western Reserve University School of Law. He is a member of the Maryland and District of Columbia bars.

Course Code:


Completion Instructions

Complete the assessment with at least a 70% score. Download and save your certificate.

Course level


Delivery method



Lynn Steffes, PT, DPT; Kate Gilliard, JD; Steve Postal, JD

Learning objectives

  • Describe Medicare Part B therapy documentation requirements and documentation best practices.
  • Develop thorough understanding of billing and coding best practices.
  • Identify recent telehealth payment and policy changes that could have an impact on your practice or organization.
  • Develop thorough understanding of self-referral and anti-kickback laws and how they apply to physical therapy providers.

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Type:E-Learning Course
Credit Categories

The following credits are available upon completion of these activities.

Total credits:  0.8
Key Dates
Enrollment:Prior to  12/31/2023
Available discounts:
  • Nonmember
  • APTA Member
  • Students
  • Post Professional Student
* Prices in US Dollars